-5.8%
SSNC vs DAR
+63.3%
-69.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.8% | -1.8% |
| 7D | -1.1% | -5.7% | +4.6% | -1.6% |
| 30D | +0.6% | -16.6% | +17.2% | -0.7% |
| 3M | -1.5% | -13.1% | +11.6% | -2.8% |
| 6M | +15.8% | -18.8% | +34.6% | +14.0% |
| YTD | -8.0% | +45.3% | -53.2% | -10.0% |
| 1Y | -5.8% | +60.6% | -66.5% | -8.8% |
| All | -5.8% | +63.3% | -69.1% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling